Love it! I work on various tasks and projects, anything from preparing proposals to assisting with organizing events. Constant communication flow, meetings, liaison between staff, single point of contact, new staff orientation schedules, some site coordination (we have five sites), program manual preparation, in addition to the usual AA tasks of reports, scheduling meetings, correspondence, filing, etc
Client Service Coordinator (Current Employee) – Toronto, ON – 15 March 2018
In a small office, you are filling many roles. One of the upsides being the personal relationships you develop with the clients. The hardest part of my job is also the most enjoyable, helping people with their financial goals.
Associate Financial Advisor (Former Employee) – Calgary, AB – 16 July 2017
Was hired to bring on existing and new clients. I did this and was fired without adequate severance, while they kept the assets I brought on. Very little training and direction provided to acclimate to new or different software programs used.
Senior Professional Equity Trader (Former Employee) – Toronto, ON – 26 June 2017
Raymond James was a fine place to work. My job required very little supervision as I was a Senior Trader with approximately 25 years in the business as a Trader. They did however keep a very close eye on the amount of capital used, something that I never had to deal with in my 18 1/2 years at National Bank. Over all, it was a good work experience.
Senior Business Analyst, VP (Former Employee) – Toronto – 9 February 2017
Raymond James is small in Canada. Its a flat organization. They have good people working there and they have managed to carve out a successful niche in a difficult business Equity Capital Markets. The benefits are ok not great but the compensation is decent, the quarterly bonus is nice if they still have that. Overall all I would rate the place a B+.
Administrative (Former Employee) – Vancouver, BC – 21 August 2016
Staff is okay. Management is okay. Work is repetitive with lots of phone calls, and paperwork.
Lots of cubicles that are close together with lots of sounds that some people may or may not like.
People treat people nicely even though they make mistakes, they keep their voices polite and sympathetic.
They always make sure the people stay no matter what.
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Proffessional work environment with strong core values
Registered Representative (Current Employee) – Etobicoke, ON – 20 April 2016
A typical day at work involves a variety of activities. Responding to client needs, offering investment advice, monitoring client accounts for asset allocation and cash balance and Financial planning activities. I have learned that at the end of the day a successful firm and advisor is about client first . The securities industry requires attention to detail and strong education to keep current. Management at Raymond James has a healthy balance of conservative and progressive enhancement of it services to both clients and advisors. The company attracts professional and generally established individuals. Co-workers get along and sense of respect is prevalent. Hardest part of the job is not having enough time to use all the resources and information available. Most enjoyable part of the job is getting results for the client.
Project Manager (Former Employee) – Vancouver, BC – 7 April 2016
RJL runs lean as you would expect of a financial inst. and this is apparent in some areas. The location is downtown Vancouver an easy commute. There is a lot of people who have been for there for their entire career. The management team is good and strong and on top of business. Conservative and very old school in most departments.
Financial Advisor (Former Employee) – Kelowna – 17 January 2015
I have worked in financial business for over 16 years and sales related jobs for over 25 years. I work very well with people at all levels. Energetic, enthusiastic and self-motivated individual with strong sales skills for both inside and outside environments, exceptional analytical and research skills, with outstanding customer service, client relationship building and the ability to effectively work with others.
agent office convenient to get to, nice FAs and admin staff
OFFICE ADMINISTRATOR assistant to MGR (Current Employee) – Milton, ON – 6 February 2013
Great HO systems, nice clients, enjoyed admin staff very much, head office helpful and efficient, both FAs professional always. Daily tasks and priorities were subject to change for Mngmt personal tasks which didn't allow for completion of said business obligations/ role. Mgmnt focused elsewhere and outside of business, manipulative so difficult to trust.
met professional, nice fa's and admin ladies.
inconcistent hours and tasks / direction scattered, untrustworthy